ETF Model Portfolios · AAAA · Moderately aggressive band

AAAA against the ETFIQ Strategic 80 benchmark

Amplius Aggressive Asset Allocation ETF holds 79.8% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderately aggressive band. Its benchmark is ETFIQ Strategic, 80% stocks, a rule, not a fund.

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In the year to Sep 30, 2026, AAAA returned +15.90%, 3.25 points ahead of the ETFIQ Strategic 80 benchmark’s hypothetical +12.65%.

Growth of $10,000

Trailing ranges end on Sep 30, 2026; All ends on Oct 20, 2026. AAAA’s line is its own market-price total return. The benchmark’s is dashed and shaded where hypothetical, before Oct 5, 2026. The largest drawdown of AAAA is shaded where the comparison dates it. Computed by ETFIQ from Tiingo daily prices. Not published: the 3Y range, the comparison carries no such window; the 5Y range, the comparison carries no such window; the 10Y range, the comparison carries no such window.

Growth of $10,000 over 1Y, Sep 30, 2025 to Sep 30, 2026: AAAA ends at $11,590, Strategic 80 at $11,265, the benchmark hypothetical.$12,138$11,271$10,404$9,538hypothetical · the current rule applied to past prices$11,590$11,2652025 Sep2025 Dec2026 Apr2026 Jul2026 Sep
AAAAStrategic 80, the benchmarkHypothetical
Value of $10,000 at six points from Sep 30, 2025 to Sep 30, 2026; the same numbers as the chart. AAAA is its market-price total return; the benchmark is hypothetical.
Value onSep 30, 2025Dec 10, 2025Feb 24, 2026May 7, 2026Jul 21, 2026Sep 30, 2026
AAAA$10,000$10,356$10,587$11,258$11,470$11,590
Reference$10,000$10,270$10,691$11,042$11,203$11,265
Growth of $10,000 over the whole shared history, Jul 16, 2025 to Oct 20, 2026: AAAA ends at $12,303, Strategic 80 at $11,982, the benchmark hypothetical.$12,931$11,846$10,761$9,676hypothetical · the current rule applied to past pricestracked$12,303$11,98220252025202620262026
AAAAStrategic 80, the benchmarkHypothetical
Value of $10,000 at six points from Jul 16, 2025 to Oct 20, 2026; the same numbers as the chart. AAAA is its market-price total return; the benchmark is hypothetical.
Value onJul 16, 2025Oct 15, 2025Jan 15, 2026Apr 20, 2026Jul 21, 2026Oct 20, 2026
AAAA$10,000$10,646$11,170$11,624$12,220$12,303
Reference$10,000$10,645$11,150$11,533$11,891$11,982

AAAA and Strategic 80 by window

AAAA and Strategic 80 by window
WindowFromToAAAAStrategic 80Difference, pointsSide
Year to dateDec 31, 2025Oct 20, 2026+11.94%+9.89%*+2.05AAAA ahead
1 yearSep 30, 2025Sep 30, 2026+15.90%+12.65%*+3.25AAAA ahead
3 years, a yearnot publishednot publishednot publishednot publishednot publishednot published
5 years, a yearnot publishednot publishednot publishednot publishednot publishednot published
10 years, a yearnot publishednot publishednot publishednot publishednot publishednot published
Since Jul 16, 2025, a yearJul 31, 2025Sep 30, 2026+18.46%+16.04%*+2.42AAAA ahead
AAAA’s own market-price total return beside Strategic 80 over the same closes. YTD and 1 year are total returns; the longer windows are yearly rates over whole months. The difference is in percentage points. *Hypothetical as a whole: the benchmark’s window begins before its tracked date, Oct 5, 2026. Data sourced by Tiingo.

Fees

Fees
PortfolioFeeA yearOn $10,000As of
AAAAExpense ratio, from its prospectus0.49%$49May 21, 2026
Strategic 80Weighted fund fee, inside its returns0.05%$5Oct 20, 2026
Both fees are already inside the returns above. On $10,000 is the fee times 100, the dollars a year at that fee.
How a benchmark is published

Each benchmark has its own page with its weights, calendar and returns. Rules were frozen on Oct 3, 2026. Figures before Oct 5, 2026 are hypothetical: we apply today’s rule and funds to earlier prices. Total returns use market price with distributions reinvested, after each fund’s own fees. Nothing else is deducted. The price source leaves out funds that closed before 2016, so results lean toward funds that survived. Methodology v1.3 →

Where to next
AAAA fund page→The Strategic 80 benchmark→Every benchmark at 80% stocks→Every model, side by side→How the benchmarks are built→

Questions people ask about AAAA and its benchmark

Why is AAAA measured against ETFIQ Strategic 80?
AAAA holds 79.8% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderately aggressive band, more than 70% and up to 85% stocks. ETFIQ Strategic 80 is that band’s benchmark.
What does ETFIQ Strategic 80 hold?
80% VT and 20% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a rule, not a fund. ETFIQ takes no payment from any fund company.
Why are the benchmark’s returns hypothetical?
Its rule was frozen on a set date. Returns before that date apply today’s rule and funds to earlier prices. The fund’s own returns use its market price with distributions reinvested. The price source leaves out funds that closed before 2016, so results lean toward funds that survived.
Cite this pageCitation, APA and Markdown

ETFIQ, AAAA ETF vs the ETFIQ Strategic 80 Benchmark, data as of Oct 20, 2026. https://etfiq.com/models/compare/aaaa/

Open data →

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data. Figures before Oct 5, 2026 are hypothetical.

Sources and credit
Prices and distributions, every fund the benchmarks holdData sourced by Tiingo · end of day · Oct 20, 2026The risk-free rate, for the Sharpe ratioU.S. Treasury daily bill ratesAAAA’s page, with its prospectus and feeAAAA’s page, with its prospectus and feeAAAA’s prospectus filing, for its expense ratioAAAA’s prospectus filing, for its expense ratio

Computed by ETFIQ from Tiingo daily prices. Data sourced by Tiingo.